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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,580 | $53,837+107.3% | $75,717+47.4% | $85,856+30.0% |
| Participation rate | 90.4% | 69.1%+21.3pp | 74.8%+15.6pp | 69.3%+21.1pp |
| Annual return | 15.27% | 24.54%-9.3pp | 104.58%-89.3pp | 318.58%-303.3pp |
| Employer contribution / active EE | $5,168 | $2,017+156.2% | $2,743+88.4% | $2,565+101.5% |
| Participant deferral / active EE | $4,740 | $2,895+63.7% | $3,821+24.1% | $3,952+19.9% |
| Admin fee / account holder | $1,586 | $3,341-52.5% | $3,619-56.2% | $6,261-74.7% |